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Investment Advisors in Miami Lakes, FL: 2026 rankings

172 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Miami Lakes: Cardone Capital, RFA Score 76/100; 4.9★ from 2,942 Google reviews; open 7 days a week.

  2. 15

    Most-reviewed: Miami Boat and Auto Pawn, 960 Google reviews at 5.0★, the most of 172 ranked after Cardone Capital; ranked #15.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

172 Miami Lakes investment advisors are ranked here by RFA Score, from eight published factors. 30 open Saturdays and 21 open Sundays, based on posted hours. The median Google rating is 4.8★ across 172 rated firms.

Top 10 investment advisors in Miami Lakes at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Miami Lakes at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Cardone Capital764.9★ (2,942)Aventura, 11 mi awaySat · SunTop score
2First Title Group Inc.734.9★ (215)Miami, 7 mi away——
3BPM REIA - Broward- Palm Beach - Miami Real Estate Investor Association725.0★ (438)Fort Lauderdale, 18 mi away——
4Harry Berry Realty705.0★ (87)Hollywood, 13 mi awaySat · Sun · Evenings—
5Seana Abdelmajid & Katie Lemieux ~ The Homeowner's Agent Brokered by La Rosa Realty Beaches695.0★ (183)Fort Lauderdale, 22 mi awaySat · Sun · Evenings—
67 Ways to Wealth694.8★ (71)Miami, 12 mi away——
7Sahin Real Estate Investment694.8★ (30)Miami, 8 mi awaySat · Sun—
8Transactional Funding FL685.0★ (22)Miami Shores, 8 mi awaySat—
9Cash Out Your Home | Sell My House Fast685.0★ (24)Miami, 11 mi awaySat · Sun · Evenings—
10LOYD Equity685.0★ (39)Fort Lauderdale, 14 mi away——

All 172 investment advisors in Miami Lakes, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Miami Lakes

    Based in Aventura, 11 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 2,942 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 2,942 Google reviews
    Hours
    Mon–Sun 8 AM–6 PM
    Address
    18851 NE 29th Ave Ste 1000, Aventura, FL 33180
  2. Based in Miami, 7 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 215 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 215 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    7791 NW 46th St Ste 206 & 207, Miami, FL 33166
  3. 72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 438 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 438 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 E Las Olas Blvd Ste 2003, Fort Lauderdale, FL 33301
  4. Based in Hollywood, 13 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 87 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 87 Google reviews
    Hours
    Mon–Sun 8 AM–8 PM
    Address
    4100 N 29th Ave, Hollywood, FL 33020
  5. 69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 183 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 183 Google reviews
    Hours
    Mon–Sun 9 AM–9 PM
    Address
    2700 W Cypress Creek Rd d100, Fort Lauderdale, FL 33309
  6. Based in Miami, 12 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 71 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 71 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    848 Brickell Ave PH-5, Miami, FL 33131
  7. Based in Miami Shores, 8 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 9 AM–9 PM · Sun closed
    Address
    209 NE 95th St Suite 7A, Miami Shores, FL 33138
  8. Based in Fort Lauderdale, 14 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    4101 Ravenswood Rd Ste 315B, Fort Lauderdale, FL 33312
  9. Based in Doral, 6 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 10 AM–5:30 PM · Sat–Sun closed
    Address
    8333 NW 53rd St, Doral, FL 33166
  10. Based in Miami, 13 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 Brickell Bay Dr, Miami, FL 33131
  11. Based in Hialeah, 3 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.5★ from 4 Google reviews, listed on Google as “Investment service”.

    • 3.5★ from 4 Google reviews
    Hours
    Mon–Sat 9 AM–9 PM · Sun closed
    Address
    3426 W 84th St #201, Hialeah, FL 33018
  12. Based in Coconut Grove, 13 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–6:30 PM · Sat–Sun closed
    Address
    2601 S Bayshore Dr, Coconut Grove, FL 33133
  13. Based in Fort Lauderdale, 21 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3007 W Commercial Blvd #203, Fort Lauderdale, FL 33309
  14. Based in Miami, 10 mi away

    66/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3250 NE 1st Ave, Miami, FL 33137
  15. Based in Hollywood, 12 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2031 Harrison St Ste 101, Hollywood, FL 33020
  16. Based in Miami, 13 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Investment service”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1111 Brickell Ave Ste 2850, Miami, FL 33131

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 172 ranked investment advisors here; the rest are on their profiles.

investment advisors in Miami Lakes, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Mutual of Omaha® Advisors - Southeast - Miami654.3★ (12)12 mi
27IPX1031: Sangeeta Banerjee655.0★ (12)16 mi
28CGI Merchant Group654.5★ (11)13 mi
29Boyne Capital Partners655.0★ (6)13 mi
30IPX1031: Sangeeta Banerjee655.0★ (8)15 mi
31Fortuna Investors655.0★ (6)14 mi
32Invest Capital Group644.2★ (5)11 mi
33Participant Capital643.8★ (10)12 mi
34Cardinal Advisers LLC645.0★ (10)18 mi
35Concise Capital Management, LP644.2★ (5)12 mi
36Wells Fargo Advisors644.7★ (3)11 mi
37Trivest Partners643.7★ (6)12 mi
38Florida Invest643.0★ (8)10 mi
39Lyon Bern LLC645.0★ (3)12 mi
40Levco Real Estate Group644.0★ (4)12 mi
41GenTrust, LLC645.0★ (3)13 mi
42Crystal Capital Partners, LLC643.5★ (4)11 mi
43Community Capital Management, LLC633.9★ (7)15 mi
44Primerica Financial Services633.7★ (6)15 mi
45Wells Fargo Advisors632.3★ (3)10 mi
46Wells Fargo Advisors632.3★ (3)11 mi
47Florida Financial Advisors635.0★ (67)In Miami Lakes
48The Verleur Group631.0★ (3)10 mi
49Crosby Capital622.3★ (4)13 mi
50Trading Union L.L.C625.0★ (5)21 mi

Also serving Miami Lakes

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Miami Lakes
BusinessGoogle ratingDistance
AlexBarrientos: Primerica - Financial Services5.0★ (12)In Miami Lakes
Bank of America (with Drive-thru ATM)3.0★ (101)In Miami Lakes
Chirino USA Accountants & Advisors P.A.5.0★ (27)In Miami Lakes
Clv Group5.0★ (111)In Miami Lakes
Eric R Irigoyen - Primerica Financial Services5.0★ (17)In Miami Lakes
Evelyn Quinoa: Primerica - Financial Services4.9★ (32)In Miami Lakes
Fernando Torres: Primerica - Financial Services4.2★ (38)In Miami Lakes
First Horizon Bank - Miami Lakes, FL - Miami Lakes Dr E4.6★ (22)In Miami Lakes
Fuster Financial Group5.0★ (40)In Miami Lakes
Level Mortgage- Lamas Loans - Mortgage Broker5.0★ (54)In Miami Lakes
Madison Monroe and Associates4.9★ (740)In Miami Lakes
Marc Young: Primerica - Financial Services4.7★ (18)In Miami Lakes
Omar Marsans: Primerica - Financial Services5.0★ (22)In Miami Lakes
PCS Investments5.0★ (48)In Miami Lakes
Praveen Bisundial : Primerica Financial Services5.0★ (91)In Miami Lakes
Ruben Dario Munoz Montilla: Primerica - Financial Services5.0★ (37)In Miami Lakes
The Henderson Financial Group5.0★ (9)In Miami Lakes
Truist3.6★ (37)In Miami Lakes
William Espinales: Primerica - Financial Services4.8★ (26)In Miami Lakes
YUGO COMPANY5.0★ (86)In Miami Lakes

How we ranked Miami Lakes investment advisors

We scored 172 Miami Lakes investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Miami Lakes data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Miami Lakes: frequently asked questions

Which investment advisor has the highest RFA Score in Miami Lakes?

By RFA Score, the highest-ranked investment advisor in Miami Lakes, FL is Cardone Capital with an RFA Score of 76/100. It has 4.9★ from 2,942 Google reviews. It is open 7 days a week. First Title Group Inc. (#2) and BPM REIA - Broward- Palm Beach - Miami Real Estate Investor Association (#3) follow. We ranked 172 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Miami Lakes?

RankedFinancialAdvisors ranks 172 investment advisors serving Miami Lakes, FL. 1 of them is based in Miami Lakes; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Miami Lakes work on weekends?

30 of 172 ranked investment advisors post Saturday hours and 21 post Sunday hours. The highest-ranked open Saturdays are Cardone Capital (#1), Harry Berry Realty (#4) and Seana Abdelmajid & Katie Lemieux ~ The Homeowner's Agent Brokered by La Rosa Realty Beaches (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Miami Lakes investment advisors have?

The median Google rating among 172 rated investment advisors in Miami Lakes is 4.8★, with a median of 10 reviews. Cardone Capital has the most, 2,942 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Miami Lakes count in this ranking?

Yes, if they are within 25 mi of the Miami Lakes city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Miami Lakes ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Miami Lakes a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Miami Lakes

  1. November 2026: RFA Scores recalculated for 172 investment advisors serving Miami Lakes.
  2. November 2026: 3 duplicate listings merged.